Xero + Grant Application: Complete Workflow
Preparing for grant application and using Xero? Grant applications often require evidence of financial health, cash flow, and how previous funding was spent — typically shown through bank statements. BankScan AI bridges the gap between your bank's PDF statements and Xero's import feature.
BankScan AI → Xero for Grant Application
Convert bank statement PDFs to CSV formatted for Xero import. Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3-12 months, depending on the funder; Arts Council and Innovate UK typically require 3 months, while National Lottery may require a full year of statements.
AI formats for Xero
Output as CSV with Date, Description, Amount (single column, negative for debits) — or Date, Description, Debit, Credit as separate columns — dates in DD/MM/YYYY or YYYY-MM-DD.
Import and use for grant application
Upload into Xero and use the reconciled data for grant application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Xero + Grant Application Features
- Xero ready — Output formatted as CSV matching Xero's expected column structure
- Smart integration — Xero's bank feed rules can auto-categorise imported transactions, so once you've set up rules, future imports from the same bank are largely automated.
- Built for Grant Application — Convert your bank statements to clear spreadsheets that demonstrate financial health, spending patterns, and fund usage for grant applications.
Import for Grant Application into Xero
After converting your bank statements for grant application:
- In Xero, go to Accounting > Bank accounts > select your account > Import a Statement
- Choose the CSV file from BankScan AI
- Xero auto-maps the Date, Description, and Amount columns
Common Import Issues
Most common error is date format mismatch — Xero rejects MM/DD/YYYY dates. Also watch for CSV encoding issues with special characters in payee names.
Xero Import for Grant Application
Grant rounds have fixed closing dates; applications without complete financial evidence are typically rejected outright rather than given extensions
Convert for Xero + Grant Application